Bringing you an article each and every week is usually good fun, but some weeks it’s not so easy. At times, it can be downright frustrating. For example, I wrote …
The Fiduciary Standard And You (And Us)
If you’ve been unable to disconnect from the political news scene, it’s likely that you’ve heard some talk about a ‘fiduciary standard of care’ being imposed on financial advisors by …
Old Music Is Better Than New Music
Everybody knows that old music is far better than new music. In fact, can you even call this new stuff music at all? It’s just noise. Said every generation ever. …
Opposites Attract: The Marriage Dynamic in Retirement Planning
A wonderful blessing and a curse of marriage is the joining together of two very different people. While their values are likely the same, the challenges of living life together …
5 Steps To Take As We Head Toward 2017
Impossible. How can another year have passed by so quickly? It seems like yesterday that it was January and we were lamenting the stock market’s worst start to a year …
“What happens when my spouse dies”
In a recent meeting, I was asked, “What happens, financially, when one of us dies?” It’s a topic we don’t discuss all that often, given that all of us will …
Times Like These: Why Clear Financial Objectives Are So Important
When I first began doing this work, a bit more than 15 years ago, I’d managed to arrange meetings with a number of very serious athletic coaches (one of whom …
The Market Was Up; Why Wasn’t My Account?
Last week’s election results came as a surprise to many, namely the media, who were quite confident in predicting a different outcome. The markets had their own ideas about who …
Emotions Running High, Markets Go Low(er)?
The Weekly is early this week, and you know why. Markets look as if they might experience some heavy volatility, on the heels of a shocking presidential election result. The …
The Election And The Stock Market
I’ve avoided writing about the election as long as I can; not because it’s not important, but because it’s political, and impossible to accurately predict such things. However, this is …